Open/Close
Close

Events

Jeffrey A. Zaluda - a man in a business suit, smiling at the camera
Jeffrey A. Zaluda
Partner | Board of Directors
Add to eBriefcase
Share

Jeffrey A. Zaluda Presents, “Creating Intelligent Philanthropic Legacies in any Economic Climate” hosted by FELNET – 11/16/22

11/15/2022
Jeffrey A. Zaluda - a man in a business suit, smiling at the camera
Jeffrey A. Zaluda
Partner | Board of Directors
" "

Jeffrey A. Zaluda and Scott F. Vender, Morgan Stanley Family Wealth Director, join the Friends of ELNET (FELNET) for a live seminar focused on legacy giving.

4:00 – 5:00 PM CT | Zoom

Jeff and Scott will discuss various topics including:

  • Properly blending charitable giving into your year-end tax and investment planning
  • Tax benefits and advantages to planned giving with your IRA and other tax-inefficient assets
  • Preserving current cash needs while ensuring a philanthropic legacy or providing long-term cash flow to charity while preserving a family legacy
  • Case examples of legacy planning

Register for the seminar here.

500 West Madison Suite 3700
Chicago IL 60661

Phone: 312-606-3200 Fax: 312-606-3232
© HMB Legal Counsel 2022. All Rights Reserved.
Close